Agency Intelligence

In this episode of Agency Intelligence, James Castell joins guest host Mike Crowley. James talks about how he successfully joined a family agency by opening a new product division in their agency and within 10 years is awarded one of Liberty Mutual’s agent of the year awards.

Episode Highlights:

• James shares how he got into the insurance industry. (2:43)
• James mentions how the give and take with his father went. (8:39)
• James shares how he was able to turn a Medicare supplement agency into an agency of the future in less than ten years. (17:38)
• James explains what they created for Medicare clients. (21:43)
• James gives a piece of advice to those who can’t make a change in their family agency. (35:00)
• James mentions their long-term vision. (39:56)
• Which does James prefer, audiobooks or podcasts? (42:07)
• Does James prefer remote work or office work? (43:12)

Key Quotes:

• “I think as things digitize and move forward, and people go that route and want simplicity and want all the ease, there’s still going to be a niche for us to carve out of people who care.” – James Castell
• “As a second generation, if you don’t have buy-in from the first, that you are doing something for the betterment of the agency… then, there needs to be some bigger, bigger bricks moved.” – James Castell
• “If you’re not seeing eye to eye that you’re both doing things for the best thing for the agency, that’s a problem. You need to sort that out before you need to digitize or get texting, or all that.” – James Castell

Resources Mentioned:

• James Castell LinkedIn
• Castell Insurance
• Reach out to Mike Crowley
• Agency Intelligence